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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-27
  • FL RA
    APPROVED
    Since 2025-08-27

Branch Locations

4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinellas County Schools St. Petersburg FL 05/2024 Present
Alternative Education Foundation Davie FL 08/2022 05/2024
Broward County Public Schools Plantation FL 08/2018 08/2022
University Of Florida Gainesville FL 08/2014 08/2018
Valic Financial Advisors, Inc Houston TX 05/2025 Present
  • 05/2024 → Present
    Pinellas County Schools
    St. Petersburg, FL
  • 08/2022 → 05/2024
    Alternative Education Foundation
    Davie, FL
  • 08/2018 → 08/2022
    Broward County Public Schools
    Plantation, FL
  • 08/2014 → 08/2018
    University Of Florida
    Gainesville, FL
  • 05/2025 → Present
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/28/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell non-securities insurance products for AGIA UNITED WAY - SUNCOAST POSITION: Financial Coach NATURE: Not profit that works in a variest of way to improve societal outcomes in the community, including financial literacy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 4925 Independence Pkwy # 120, Tampa FL 33634, United States DESCRIPTION: Provide free financial coaching to people and families who need it. It is a volunteer role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-22
  • S66 Uniform Combined State Law Examination
    2025-08-22

View on SEC IAPD

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